Opes Wealth Management’s Vanguard ESG International Stock ETF VSGX Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$686K Sell
10,476
-3,667
-26% -$240K 0.12% 85
2025
Q1
$834K Sell
14,143
-1,848
-12% -$109K 0.17% 69
2024
Q4
$907K Buy
15,991
+308
+2% +$17.5K 0.19% 63
2024
Q3
$965K Buy
15,683
+310
+2% +$19.1K 0.19% 61
2024
Q2
$880K Sell
15,373
-3,035
-16% -$174K 0.18% 61
2024
Q1
$1.06M Sell
18,408
-719
-4% -$41.3K 0.24% 58
2023
Q4
$1.06M Buy
19,127
+4,090
+27% +$226K 0.25% 56
2023
Q3
$758K Buy
15,037
+8,032
+115% +$405K 0.21% 63
2023
Q2
$372K Buy
+7,005
New +$372K 0.11% 95